Corbin M. Donaldson, CFP®, CPWA®, CLU®

Corbin is responsible for the development of comprehensive wealth management plans, the execution of goal-based planning strategies and the management of client investment portfolios. He has over ten years of experience in the financial services industry and earned his bachelor’s degree in finance and management from Cornerstone University and a master’s degree in finance at Davenport University. Corbin has also earned his CERTIFIED FINANCIAL PLANNER^® certification, Certified Private Wealth Advisor® designation and Chartered Life Underwriter® designation.